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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,595 | $183,592-51.7% | $155,574-43.1% | $145,877-39.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 25.60% | 61.37%-35.8pp | 64.87%-39.3pp | 551.28%-525.7pp |
| Employer contribution / active EE | $5,184 | $5,317-2.5% | $4,676+10.9% | $4,663+11.2% |
| Participant deferral / active EE | $9,188 | $6,466+42.1% | $5,629+63.2% | $6,691+37.3% |
| Admin fee / account holder | $182 | $19,316-99.1% | $15,914-98.9% | $13,402-98.6% |